Leading benefits and HR technology company strengthens executive team with appointments of experienced health care and benefits technology leaders

Orlando, Fla. – February 27, 2018 – PlanSource announced today the promotions of two senior executives to prominent positions designed to align its technology and operations teams and streamline its commercialization strategy.

Anita Messal, formerly Chief Operating Officer, has been named President and COO. Anita has been with PlanSource since 2013. As President and COO, Anita now leads all aspects of PlanSource Technology as well as Product Management and Development, Service Delivery, Legal and Human Resources. Her new role combines PlanSource’s technology teams with product management, account management and support teams. This will, among other things, allow for faster and more efficient communication of customer feedback and input that will help prioritize and deliver technology that addresses market needs.

Prior to joining PlanSource, Anita was President and CEO of Evercare Hospice within OptumHealth. She also served as the Chief Operating Officer for OptumHealth International and OptumHealth Care Solutions where she expanded the deployment of OptumHealth products and services globally, and managed a $1 billon product suite.

Nancy Sansom, previously Chief Marketing Officer, has been appointed Chief Commercial Officer. In her expanded role as CCO, Nancy will lead marketing, commercialization strategy, partner development and other aspects of the PlanSource go-to-market strategy. Nancy now spearheads the PlanSource Advantage Program, a strategic partnership program with leading insurance carriers, which is an important part of the company’s distribution model.

Nancy has been with PlanSource since 2014 and has more than 15 years of executive leadership experience within high-growth SaaS companies. Prior to joining PlanSource, she served on the senior leadership teams at Benefitfocus and PeopleMatter, leading marketing, communications, product management, software design and HR teams.

“Anita and Nancy have been an integral part of our success. They have exceptional leadership skills that have transformed PlanSource into a world-class technology provider,” said Dayne Williams, CEO of PlanSource. “They are now in positions to make an even bigger impact and I am looking forward to working with them to generate continued success for PlanSource, our customers and their employees.”

These appointments come during a period of rapid growth for PlanSource, highlighted by a 41% increase in annual recurring revenue in 2017, a strategic acquisition of a leading benefits services provider, expanded partnerships with carriers, brokers and technology companies, numerous product innovations and increased customer adoption. In addition, the company achieved a Net Promoter Score of +74, nearly three times the industry average. Since its founding in 2008, PlanSource has focused on providing a family-friendly workplace, with room for career growth. Thirty percent of positions are filled from within the company.

About PlanSource
PlanSource is a technology company driven to create a better benefits and HR experience for employers and their employees. Nearly 3.5 million consumers receive their benefits through the PlanSource platform, which provides flexible and intuitive software and services for benefits administration and human capital management. By combining industry-leading software and a full suite of professional services, PlanSource provides companies of all sizes with a complete solution for benefits shopping, enrollment, billing, compliance and administration. Learn more at www.plansource.com.

PlanSource is a registered trademark of PlanSource, Inc., and PlanSource owns other registered and unregistered trademarks. Other names used herein may be trademarks of their respective owners.